See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,304 | $77,899+0.5% | $149,673-47.7% | $75,163+4.2% |
| Participation rate | 76.1% | 65.6%+10.5pp | 78.8%-2.7pp | 67.2%+8.9pp |
| Annual return | 13.22% | 31.72%-18.5pp | 134.42%-121.2pp | 160.62%-147.4pp |
| Employer contribution / active EE | $7,276 | $3,137+131.9% | $4,818+51.0% | $2,670+172.5% |
| Participant deferral / active EE | $5,186 | $3,411+52.0% | $5,680-8.7% | $4,125+25.7% |
| Admin fee / account holder | $16,492 | $5,956+176.9% | $13,210+24.8% | $5,651+191.8% |